Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: SoFi is looking for a Senior Accountant with financial services experience to support SoFi Bank’s regulatory reporting functions. The ideal candidate is eager to learn, takes an innovative approach to solving problems, and is committed to improving our end-to-end accounting processes. In this role, you will play a key part in ensuring reporting accuracy and driving efficiency across regulatory reporting workflows. What you’ll do: - Assist with the preparation, review, and submission of regulatory filings for SoFi Bank and the bank holding company, including the Call Report, FRY-9C, FRY-11, FRY-9LP, and related documents - Participate in the research and documentation of new and revised regulatory reporting requirements - Prepare responses to inquiries from federal regulators - Responsible for maintenance of regulatory reports within Axiom ControllerView - Review detailed account reconciliations, journal entries and supporting documentation - Review intercompany transactions in accordance with GAAP and Regulation W - Identify areas of improvement within the department for efficiency or risk control enhancements - Support employees in the preparation of easy of complete and easy to follow workpapers explaining accounting topics, procedures, and conclusions - Assist with quarterly reviews, regulatory exams, and year-end annual audit - Provide level appropriate coaching to accounting staff and interns, as needed - Support any additional ad-hoc projects related to SoFi Bank What you’ll need: - 4-5 years of relevant experience in a professional, fast-moving environment - A strong background in banking or financial services institutions - CPA designation preferred - Bachelor’s degree or equivalent experience in a related field - Strong verbal and written communication skills - Must demonstrate attention to detail, analytical abilities, and consistent follow-through, including project management skills with the ability to proactively resolve problems while consistently meeting deadlines - Experience working with financial and/or regulatory reporting preferred - Ability to collaborate with cross-functional teams, including product engineering, legal, enterprise risk management, compliance, treasury, and finance - Strong organizational and analytical skills - Background in accounting and the application of U.S. Generally Accepted Accounting Principles (“GAAP”) including education or work experience preferred Nice to have: - Experience with ERP and regulatory systems - Public company experience - Strong knowledge of technical accounting and public company best practices - Bank start-up experience Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

• Own experimentation and analyses end-to-end: Partner with product and marketing teams to design A/B tests, measure campaign incrementality, determine sample sizes and duration, analyze results with statistical rigor, and translate findings into decisions. You ensure we're actually learning, not just reporting. • Investigate when results don't add up: Dig into anomalies, validate tracking, segment results, and determine whether unexpected outcomes are signal or noise. • Surface insights proactively: Monitor performance, campaign results, and engagement patterns to identify opportunities and flag issues before they escalate. • Connect metrics to customer outcomes: A statistically significant lift in click-through rate doesn't matter if it doesn't improve the customer experience or drive business value. You think about leading indicators, lagging indicators, and how to measure what actually matters. • Shape Priorities and Infrastructure: Work with cross-functional teams to establish priorities, including new infrastructure and tool building that improves the team's analytical capabilities and scales measurement across the organization. • Scale your impact with AI and automation: Use AI tools to accelerate analysis, generate code, and automate repetitive work. Contribute to the team's investment in agent-based workflows and AI-driven automation.

• Establishing and leading a strategic intelligence and business analytics capability that supports enterprise decision-making across ISACA • Integrating external market, competitive, regulatory, and customer intelligence with internal business performance analysis • Developing, monitoring relevant external and internal indicators, designing key performance measurement approaches, producing forecasts, models, dashboards, and executive-level materials • Leveraging modern AI tools and methodologies to accelerate analysis and democratize access to intelligence across ISACA • Synthesizing information from multiple internal and external sources and translating complex findings into actionable business insights • Driving the integration of market intelligence into ISACA's strategic planning process • Building and cementing market intelligence and data-driven decision-making as a key organizational capability

Role Description Point is transforming how we use data — from a team that reports what happened to one that explains why and recommends what to do next. As Lead Data Analyst, you'll be the most senior analyst on the team and the standard-bearer for that shift. You'll take our hardest, highest-stakes business questions and drive them from an ambiguous ask to a rigorous, trusted answer with a clear recommendation. Working closely with leaders across product, marketing, and operations, you'll own how our most important metrics are defined and set the bar for what great analysis looks like. This is a lead individual-contributor role with a potential direct report, helping build a function that's becoming a true analytical partner to the business — and the human judgment layer on top of a company increasingly able to self-serve with AI. Your responsibilities - Own the definition and integrity of core business metrics — bring an opinionated, well-reasoned point of view and drive alignment across stakeholders on a single source of truth. - Lead end-to-end deep-dive analyses on our highest-stakes questions — from framing the problem, through causal and statistical rigor, to a written recommendation the business can act on, including retrospective reads on whether past bets paid off. - Design and interpret experiments and causal analyses — separate correlation from causation, and quantify the tradeoffs and elasticities leaders need to prioritize with confidence. - Serve as an embedded analytical partner to senior product, marketing, and operations leaders — understand their goals, anticipate the questions, and proactively surface insights rather than just fielding requests. - Translate business logic into documented metric definitions and the semantic layer that powers self-serve analytics and AI-driven data access. - Set the analytical standard for the team — model rigorous, reproducible work and raise the bar through mentorship and example. Qualifications - 8+ years in analytics, data science, or a quantitative decision-science role, with a track record of analyses that changed business decisions — not just dashboards. - Deep SQL expertise and warehouse fluency (Snowflake and dbt a plus); comfortable navigating messy, imperfect data and reasoning rigorously about its reliability. - Strong statistical foundation — causal inference, experimentation, regression — and the judgment to know which method fits the question. - Exceptional at framing ambiguous problems and communicating findings crisply to senior, non-technical stakeholders; you form a point of view and defend it with evidence. - A track record of influencing decisions without formal authority, and a natural standard-setter who elevates the people around you. Requirements - Bonus: experience in fintech, lending, mortgage, or real estate; and hands-on experience with AI-assisted analytics (LLMs, semantic layers, self-serve tooling). Benefits - Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). - Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays. - Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ. - Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay. - Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success. - Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. - Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, a one-time home office reimbursement, and company provided equipment including a MacBook and monitor.